Almost nothing is known about the short positions (for good...

Almost nothing is known about the short positions (for good reason, though some hints can be gleamed from the reports), as well as most of the long positions. However, the current known ASX positions are CNU, NEC, BLD, QAN, BSL, MQA, NWS, MIN, ORG (can be found in the monthly/quarterly reports or on interview videos).

There are a couple other known international long positions, but they are generally far bigger than the ASX midcaps that L1 typically invests in, so less impact would be expected from the LIC buying in. These include CK Hutchinson, Alcoa etc.